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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,192 | $42,917+10.0% | $60,899-22.5% | $68,495-31.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.73% | -13.99%-0.7pp | 16.92%-31.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $6,069 | $1,979+206.7% | $2,702+124.6% | $2,596+133.8% |
| Participant deferral / active EE | $5,713 | $2,867+99.3% | $3,817+49.7% | $4,028+41.8% |
| Admin fee / account holder | $5,327 | $3,102+71.7% | $3,225+65.2% | $5,403-1.4% |